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Social Security and Taxes in Retirement

ID : 888   
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In this course, we will review the basics of taxes in retirement and how they may not be what you expect, as well as focusing on how the new changes for 2018 may affect you and key strategies to consider.  We will also have a discussion on Social Security claiming strategies, in addition to management tips.  The tax portion will have a focus on the basic concepts and policies that work together to create the system we know today. You will learn methods that can help manage the taxes you experience, including proper distribution structure and asset structuring strategies.

Class Details

3 Sessions
Weekly - Wed

Williamsburg Landing

Jacob Bales 



Registration Closes On
Wednesday, January 30, 2019 @ 11:59 PM

Schedule Information

Date(s) Class Days Times Location Instructor(s)
1/30/2019 - 2/13/2019 Weekly - Wed 9:30 AM - 11:30 AM Williamsburg, Williamsburg Landing  Map Jacob Bales